Only administrators can invite new users.
Steps
- Go to Settings -> Users (or the equivalent admin area).
- Click Invite User or Add User.
- Enter the person's name and email address.
- Assign the appropriate role or permission set. Common examples:
- Administrator
- Staff
- Read-Only
- Volunteer Coordinator
- Finance
- Send the invitation.
The new user will receive an email with instructions to set their password and log in for the first time.
Best practice: Follow the principle of least privilege -- give each person only the access they need to do their job. You can always expand permissions later if required.
